← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1126	Simplicity Solutions Minneapolis, Minnesota	$382K	+$382K	1	0.06%	New
1127	BCA Berman Capital Advisors Atlanta, Georgia	$381K	+$83.5K	11	0.06%	Increased
1128	JWBC John W. Brooker & Co Oakland, California	$380K	$0	1	0.21%	Maintained
1129	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$377K	-$26K	1	0.18%	Reduced
1130	S SimplyRich Carlsbad, California	$373K	$0	1	0.14%	Maintained
1131	XTX Topco George Town, Cayman Islands	$371K	-$640K	1	0.12%	Reduced
1132	TAM Trust Asset Management Houston, Texas	$370K	+$25.4K	1	0.05%	Increased
1133	One Capital Management Westlake Village, California	$366K	$0	1	0.03%	Maintained
1134	LK Lumbard & Kellner Hollis, New Hampshire	$365K	+$57.3K	1	0.14%	Increased
1135	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$362K	+$23.2K	1	0.13%	Increased
1136	Conning Inc Hartford, Connecticut	$361K	-$295K	1	0.01%	Reduced
1137	GC Gruss & Co West Palm Beach, Florida	$360K	$0	1	1.01%	Maintained
1138	HC Henshaw Capital Woburn, Massachusetts	$358K	+$321K	1	0.02%	New
1139	Cetera Advisors Denver, Colorado	$356K	$0	1	0.01%	Maintained
1140	RHBC R.H. Bluestein & Co Birmingham, Michigan	$350K	$0	1	0.01%	Maintained
1141	CAM Cypress Asset Management Houston, Texas	$349K	$0	1	0.09%	Maintained
1142	Kingsview Wealth Management Grants Pass, Oregon	$347K	$0	1	0.02%	Maintained
1143	WI WrapManager Inc Mill Valley, California	$347K	+$347K	1	0.09%	New
1144	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$345K	-$10.9K	1	0.03%	Reduced
1145	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$343K	+$102K	1	0.25%	Increased
1146	FGAM Financial Gravity Asset Management Lakeway, Texas	$340K	-$34.6K	3	0.16%	Reduced
1147	TD Private Client Wealth New York	$339K	-$1.09M	6	0.01%	Reduced
1148	DMK David M. Knott	$339K	$0	1	0.12%	Maintained
1149	PK Pflug Koory Omaha, Nebraska	$339K	+$10.2K	2	0.19%	Increased
1150	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$338K	$0	1	0.25%	Maintained